Our in house qualified financial advisor can give you a personal consultation and offer you tailored advice to suit your needs.
Capital Gains Tax
Capital Gains Tax on the disposal of shares, second properties and most other investments are normally taxable in France.
Most people pay less income tax or “impôts sur le revenu” in France than they would in the UK with correct financial planning.
Inheritance tax in France covers taxation on death and much can be done to reduce this tax for the next generation.
Succession law can to some go against their personal wishes for what happens to their estate on death. There are often solutions available to help make your personal choices count.
Money kept in the bank is in general earning less than inflation so losing value over time. For many, these funds are in the wrong currency, taxable and do not help with inheritance planning. There may be better solutions.
Property Wealth Tax
‘Impôts sur la fortune immobilière’ (IFI) relates to immovable property assets held anywhere in the world as a French resident.
French Tax Rates 2020:
Simon Verity - Financial Advisor
After gaining a diploma in Business and Finance, Simon first qualified as a Financial Advisor in the UK in 1991 and has been giving cross border financial advice to British clients in France for the last 18 years. During this period he has built up considerable knowledge of tax efficient French investments and inheritance planning. Simon lived in Brittany for 12 years and is now based in the Vendée region. In 2018 Simon re qualified passing the Chartered Insurance Institute financial advisers certificate and in addition passed the CII Mortgage Advice and Equity release exams thus, currently holds the latest UK financial planning qualifications. His overwhelming attribute is his approach to financial planning, his calm and professional demeanour inspires confidence in his advice, which makes him the perfect person to consult when considering your financial future in France.
1-hour package to look at your overall situation from a financial perspective. This will be followed up with an email confirming the outcome
4-hour package to look at your overall situation from a financial perspective. Subsequent support and research are included in the package and a report will be issued with conclusions
This package includes completing and lodging your tax return and applying for your tax number and relevant codes as required. We can also help with expert financial advice to minimise the amount of tax you pay.
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Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). French Connections HCB is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20. French Connections HCB is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101
Financial Consultation Packages
Review of French/UK cross border taxation, cross border/French inheritance planning, tax-efficient investments in France, QROPS, SIPPS, UK pension transfers, life insurance/assurance vie which can be discussed in a detailed consultation.
If we subsequently arrange investments as this is an appropriate solution then our charges will be offset against any future payment received from financial institutions.